See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,375 | $149,679-63.0% | $117,039-52.7% | $147,584-62.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 10.48% | 19.31%-8.8pp | 18.95%-8.5pp | 578.55%-568.1pp |
| Employer contribution / active EE | $2,480 | $4,937-49.8% | $3,785-34.5% | $4,876-49.1% |
| Participant deferral / active EE | $3,549 | $4,912-27.8% | $3,929-9.7% | $5,439-34.8% |
| Admin fee / account holder | $13 | $7,856-99.8% | $5,974-99.8% | $10,885-99.9% |